For many companies, the story is a familiar one. Sales and accounting teams getting buried in the endless loop of manually generated quotes, invoices, and purchase orders. Productivity is dragged down by a sea of Excel and PDF documents (saved as versions 1, 2, 3 – infinity!). Valuable time is wasted searching for product and pricing information.
But for Necando Solutions — a Montreal-based IT company specializing in Information Management & Data Governance as well as Advanced Analytics & Artificial Intelligence — the story ends happily ever after with Salesforce CPQ.
Source: Salesforce
CPQ (configure, price, quote) software automatically generates quotes and invoices by populating templates with relevant product/service, price and supplier/customer information. Thanks to Incloud’s team of experts, the software was seamlessly integrated into their existing Salesforce Sales Cloud platform and then personalized to allow for margin-based pricing.
Incloud then took the software one step further to ensure all of Necando’s needs were met. By using Salesforce’s click and configure technology, Incloud created a purchase order template that would allow CPQ to automate the buying process as well, a feature the software did not initially support.
CPQ is one of many Salesforce solutions in the CX ecosystem. To find the right tool for your team, contact us for a free consultation and start growing your business today.